Purchases and Sales Made in Q4 2024 in Vanguard Energy ETF (VDE)
This table provides information about the institutional ownership of Vanguard Energy ETF (VDE) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD ENERGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
600+ 4.07% |
$70K - $82.1K
|
15.3K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
588+ 11.85% |
$68.6K - $80.4K
|
5.55K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
582New |
$67.9K - $79.6K
|
582
$66K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
551+ 2.16% |
$64.3K - $75.4K
|
26.1K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
538+ 8.25% |
$62.8K - $73.6K
|
7.06K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
528+ 44.82% |
$61.6K - $72.2K
|
1.71K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
516+ 23.02% |
$60.2K - $70.6K
|
2.76K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
500+ 17.24% |
$58.3K - $68.4K
|
3.4K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
486+ 44.02% |
$56.7K - $66.5K
|
1.59K
$180K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
481+ 2.1% |
$56.1K - $65.8K
|
23.4K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
481+ 10.8% |
$56.1K - $65.8K
|
4.93K
$560K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
474+ 1.28% |
$55.3K - $64.8K
|
37.4K
$4.24M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
461New |
$53.8K - $63.1K
|
461
$52.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
456+ 2.06% |
$53.2K - $62.4K
|
22.6K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
449New |
$52.4K - $61.4K
|
449
$50.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
439+ 6.44% |
$51.2K - $60K
|
7.26K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
437+ 16.71% |
$51K - $59.8K
|
3.05K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
420+ 6.67% |
$49K - $57.4K
|
6.72K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
412+ 13.45% |
$48.1K - $56.4K
|
3.48K
$394K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
400+ 4.56% |
$46.7K - $54.7K
|
9.17K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
396New |
$46.2K - $54.2K
|
396
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
392+ 4.04% |
$45.7K - $53.6K
|
10.1K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
387+ 7.58% |
$45.2K - $52.9K
|
5.49K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
374+ 14.99% |
$43.6K - $51.2K
|
2.87K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
369+ 6.3% |
$43.1K - $50.5K
|
6.23K
$706K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
367+ 16.99% |
$42.8K - $50.2K
|
2.53K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
354+ 5.42% |
$41.3K - $48.4K
|
6.89K
$781K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
345New |
$40.3K - $47.2K
|
345
$39.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
341+ 7.33% |
$39.8K - $46.6K
|
5K
$567K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
341+ 2.82% |
$39.8K - $46.6K
|
12.4K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
340+ 3.3% |
$39.7K - $46.5K
|
10.7K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
339+ 7.32% |
$39.6K - $46.4K
|
4.97K
$564K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
326New |
$38K - $44.6K
|
326
$37K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
318+ 16.0% |
$37.1K - $43.5K
|
2.31K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
314New |
$36.6K - $42.9K
|
314
$35.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 0.99% |
$36.2K - $42.4K
|
31.6K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
306+ 1.66% |
$35.7K - $41.9K
|
18.8K
$2.13M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
306+ 1.66% |
$35.7K - $41.9K
|
18.8K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
293+ 16.45% |
$34.2K - $40.1K
|
2.07K
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
287+ 1.34% |
$33.5K - $39.3K
|
21.8K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
282+ 138.92% |
$32.9K - $38.6K
|
485
$55K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
279+ 4.96% |
$32.6K - $38.2K
|
5.9K
$670K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
263+ 6.91% |
$30.7K - $36K
|
4.07K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
256New |
$29.9K - $35K
|
256
$29K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
256+ 5.0% |
$29.9K - $35K
|
5.37K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
254+ 1.79% |
$29.6K - $34.7K
|
14.5K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
253+ 10.58% |
$29.5K - $34.6K
|
2.65K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
251+ 18.51% |
$29.3K - $34.3K
|
1.61K
$182K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
251+ 2.95% |
$29.3K - $34.3K
|
8.77K
$995K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
248+ 1.31% |
$28.9K - $33.9K
|
19.2K
$2.18M
|